| Entity Name: | O'BRIEN PARTNERS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 12 Mar 1999 (Companies founded in March 1999) |
| Business ALEI: | 0615999 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | O'BRIEN PARTNERS LLC C/O DANA J. O'BRIEN 52 CLUB ROAD, RIVERSIDE, CT, 06878, United States |
| Mailing address: | O'BRIEN PARTNERS LLC C/O DANA J. O'BRIEN 52 CLUB ROAD, RIVERSIDE, CT, United States, 06878 |
| ZIP code: | 06878 (Companies in Fairfield, 06878) |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | dobrien@cornerstone-equity.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| EDWARD F. RODENBACH | Agent | CUMMINGS & LOCKWOOD, TWO GREENWICH PLAZA, PO BOX 2505, GREENWICH, CT, 06836, United States | CUMMINGS & LOCKWOOD, TWO GREENWICH PLAZA, GREENWICH, CT, 06836, United States | +1 917-699-8312 | dobrien@cornerstone-equity.com | 25015 MOOSE COURT, MORAN, WY, 83013, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| DANA J. O'BRIEN | Officer | 52 CLUB RD, RIVERSIDE, CT, 06878, United States | 52 CLUB RD, RIVERSIDE, CT, 06878, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012474445 | 2024-03-18 | No data | Annual Report | Annual Report | No data |
| BF-0012341488 | 2024-03-18 | No data | Annual Report | Annual Report | No data |
| BF-0010650083 | 2022-11-18 | No data | Annual Report | Annual Report | No data |
| BF-0009838424 | 2022-06-09 | No data | Annual Report | Annual Report | No data |
| BF-0009201973 | 2022-06-09 | No data | Annual Report | Annual Report | 2020 |
| BF-0009283858 | 2022-06-09 | No data | Annual Report | Annual Report | 2019 |
| 0006381551 | 2019-02-13 | No data | Annual Report | Annual Report | 2017 |
| 0006381549 | 2019-02-13 | No data | Annual Report | Annual Report | 2016 |
| 0006381553 | 2019-02-13 | No data | Annual Report | Annual Report | 2018 |
| 0006375643 | 2019-02-11 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
